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Disclosery

WealthShield Partners, LLC: EFV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthShield Partners, LLC on EFV, newest first. How the timeline and the estimate are built.

WealthShield Partners, LLC held 66,966 EFV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,966 shares
    Change vs previous 13F -76,444 shares

    0.78% of the 13F portfolio, value $5,126,241.

    13F-HR 0001398344-26-014166 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 143,410 shares
    Change vs previous 13F -21,697 shares

    1.19% of the 13F portfolio, value $10,662,527.

    13F-HR 0001398344-26-008094 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 165,107 shares
    Change vs previous 13F -19,646 shares

    1.3% of the 13F portfolio, value $11,790,285.

    13F-HR 0001398344-26-001942 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 184,753 shares
    Change vs previous 13F -28,548 shares

    1.42% of the 13F portfolio, value $12,531,796.

    13F-HR 0001398344-25-020099 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 213,301 shares
    Change vs previous 13F +69,258 shares

    1.64% of the 13F portfolio, value $13,540,347.

    13F-HR 0001398344-25-014826 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 144,043 shares
    Change vs previous 13F -10,682 shares

    1.09% of the 13F portfolio, value $8,489,894.

    13F-HR 0001398344-25-009105 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 154,725 shares
    Change vs previous 13F -462 shares

    1.15% of the 13F portfolio, value $8,118,421.

    13F-HR 0001398344-25-001803 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 155,187 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $8,927,908.

    13F-HR 0001398344-24-019902 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).